See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,143 | $34,934+226.7% | $56,411+102.3% | $74,495+53.2% |
| Participation rate | 20.2% | 32.8%-12.6pp | 52.5%-32.3pp | 67.2%-47.0pp |
| Annual return | 13.67% | 25.94%-12.3pp | 1701.33%-1687.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $353 | $609-42.0% | $1,039-66.0% | $2,623-86.5% |
| Participant deferral / active EE | $820 | $1,170-30.0% | $1,952-58.0% | $4,346-81.1% |
| Admin fee / account holder | $5,912 | $2,364+150.1% | $2,829+109.0% | $1,942+204.5% |